標普全球10月香港PMI升至49.3 連續兩個月收縮
標普全球香港特區採購經理指數(PMI)最新顯示,經季節調整後,10月份錄得49.3,較9月份的48有所回升,惟連續兩個月低於50持平線,反映香港私營經濟於10月持續收縮。
標普全球市場財智經濟研究部副總監Jingyi Pan表示,10月份數據顯示私營經濟於第四季開局持續收縮。雖然入境檢疫於近日有所放寬,但據業者透露,經濟轉差與疫情反覆,繼續拖累公司的業績表現。企業不但面對市況偏弱,還須應付供應鏈問題及通脹加劇,因此持續看淡業務前景。不過,整體營商信心的倒退幅度已比上月輕微,而景氣下滑的速度也明顯放緩,因此當疫情進一步回穩,則本地商務自可好轉。
報告指出,由於市場對香港商品及服務的需求轉弱,因此企業於10月連續兩個月減產。受訪業者透露,在經濟轉差、疫情反覆的夾擊下,客戶需求減弱,惟10月跌幅已按月收窄。企業從海外新接的訂單量亦見萎縮,跌速按月減慢;但相對於來自內地的需求,則跌速加快。
為應對減產,以及需求回軟,私營經濟繼續縮減就業職位,幅度為2020年12月以來最急。受訪業者反映,因裁員及僱員請辭,因此減聘人手。
此外,企業仍受供應商表現倒退所困擾。供應商於10月再度延長供貨時間,拖延率按月輕微加快。對此,業者普遍認為因疫情造成船期延誤所致。價格壓力於第四季開局進一步加劇。企業連續三個月看淡業務前景,反映私營經濟依然悲觀。業者普遍憂慮,銷情仍受疫情持續及經濟低迷所影響。
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